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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2025-09-15 |
| MI | RA | APPROVED | 2025-05-20 |
| ME | RA | APPROVED | 2025-03-12 |
| NY | RA | APPROVED | 2025-01-03 |
| CO | RA | APPROVED | 2024-01-10 |
| FL | RA | APPROVED | 2024-01-10 |
| KY | RA | APPROVED | 2024-01-10 |
| NV | RA | APPROVED | 2024-01-10 |
| OR | RA | APPROVED | 2024-01-10 |
| SC | RA | APPROVED | 2024-01-10 |
| VA | RA | APPROVED | 2023-11-22 |
| MN | RA | APPROVED | 2023-10-18 |
| PA | RA | APPROVED | 2021-01-04 |
| IN | RA | APPROVED | 2019-12-05 |
| OH | RA | APPROVED | 2018-09-27 |
Branch Locations
4605 E. Galbraith Road Suite 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 09/2005 | 09/2018 |
| Valmark Securities, Inc. | Akron | OH | 09/2018 | Present |
1) Serving as Durable Power of Attorney for 2 individuals to assist in financial management of assets and monthly bill pay as needed; one is a family friend and another is an immediate family member, not investment related; 11/2019 start date; approximate 1-5 hrs/month; no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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